Author
@EricBalchunas EricBalchunas
grade Ax.com/EricBalchunas ↗
Bloomberg ETF analyst dissecting fund flows, launches, and index mechanics with data
Covers the ETF and asset-management industry as a sell-side-
trader score
+0.08
hit rate
30%
mean α
+0.02%
signals 14d
54
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, +0.02% mean alpha, trader score +0.08. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | BTC | @EricBalchunas | +0.25 | Notes Bitcoin has rebounded six times from drawdowns exceeding 50%. | · | tweet ↗ |
| 2026-08-28 | BTC | @EricBalchunas | +0.50 | Praises Bitcoin's six recoveries from drawdowns exceeding 50%. | · | tweet ↗ |
| 2026-08-28 | SOL | @EricBalchunas | +0.55 | Reports the Bitwise Solana ETF crossed $1B amid $1.7B of resilient category inflows. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | Maintains that an unidentified subject has underwhelmed relative to hype. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | WisdomTree filed for a direct-ish farmland ETF. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | Fidelity began selling customer order flow for $10M in monthly revenue, reversing prior policy. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | Questions an unidentified flow estimate and says actual ETF inflows are more informative. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | Says direct indexing underwhelmed versus hype while tokenization may distribute ETFs on-chain. | · | tweet ↗ |
| 2026-08-27 | · | @EricBalchunas | · | Remains bearish on direct indexing relative to hype and argues ETFs retain structural dominance. | · | tweet ↗ |
| 2026-08-26 | MSTR | @EricBalchunas | +0.00 | Bitcoin's core monetary purpose is framed as more durable than ETF adoption or MSTR-buying narratives. | +3.3% | tweet ↗ |
| 2026-08-26 | BTC | @EricBalchunas | +0.55 | Bitcoin's core monetary purpose is framed as more durable than ETF adoption or MSTR-buying narratives. | · | tweet ↗ |
| 2026-08-26 | · | @EricBalchunas | · | Agrees that persistent government deficit behavior can keep the bull market running. | · | tweet ↗ |
| 2026-08-26 | IBIT | @EricBalchunas | +0.70 | Reports record combined five-day gold and Bitcoin ETF inflows of $7B, led by GLD and IBIT. | -1.3% | tweet ↗ |
| 2026-08-26 | GLD | @EricBalchunas | +0.60 | Reports record combined five-day gold and Bitcoin ETF inflows of $7B, led by GLD and IBIT. | -3.0% | tweet ↗ |
| 2026-08-26 | · | @EricBalchunas | · | Victory Capital is acquiring First Eagle for $7B, creating a combined $575B asset manager. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.